Tim Madden

Crypto Investor & Engineering Student

[Tim Madden @_timmadden]

Visual Guide to Bittensor, TAO and Subnets

https://t.co/HSOcIn2xFd

(All graphics are in thread below)

[Tim Madden @_timmadden]

Update:
Siam of @dsvfund graciously reached out and provided DSV’s main wallet address.

DSV Fund Main Wallet:
https://t.co/2f4tLYnlvv

Updated Table of Holdings:

[Tim Madden @_timmadden]

A quick analysis of @dsvfund’s Bittensor Subnet Holdings:

[Tim Madden @_timmadden]

The fund appears to be up over 80% in dollar terms and over 50% in terms of $TAO since its first alpha purchase around 5 months ago.

If the Bittensor ecosystem continues to grow, keeping tabs on @dsvfund and https://t.co/vx2uuaKD6d should prove to be a very valuable exercise.

[Tim Madden @_timmadden]

A quick analysis of @dsvfund’s Bittensor Subnet Holdings:

[Tim Madden @_timmadden]

Holdings were calculated using publicly available data and should be interpreted as estimates, not exact figures.

However, understanding which subnets are held by the most informed investors in the space can provide useful insights and guidance for retail investors.

[Tim Madden @_timmadden]

I wonder why 🤔

Maybe the algorithm likes $TAO or $SOL

https://t.co/rqobeUf2kX

[Tim Madden @_timmadden]

12 Month User Growth
(Measured by daily active wallets):

Solana = +269%
Avalanche = +238%
Base = +170%
Binance = +120%
Tron = +29%
Ethereum = -7%
Bitcoin = -17%

[Tim Madden @_timmadden]

Solana Investment Analysis

https://t.co/icb0QTI8QL

[Tim Madden @_timmadden]

Solana Investment Thesis

https://t.co/Lhdv72pt7H

[Tim Madden @_timmadden]

Solana Investment Thesis

https://t.co/Lhdv72pt7H

[Tim Madden @_timmadden]

If you started with $1 and doubled it every year for 16 straight years you would have $65,000.

If you bought $1 of BTC 16 years ago you would have $1,733,333.

With a Compound Annual Growth Rate of 145%, Bitcoin has averaged a 2.45x return for 16 consecutive years.

[Tim Madden @_timmadden]

Market Cap / App Revenue:
(From Solana Thesis, coming soon)

ETH = $5,550 / $1
BNB = $1,720 / $1
SOL = $480 / $1
L2s = $360 / $1
HYPE = $220 / $1

[Tim Madden @_timmadden]

Ethereum Investment Analysis

https://t.co/vVhY6JuueI

[Tim Madden @_timmadden]

Ethereum Investment Thesis

https://t.co/wXaS44eFBM

[Tim Madden @_timmadden]

Ethereum Investment Thesis

https://t.co/wXaS44eFBM